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How do I create a general task in the calendar?

To create a general new task in the calendar, click on the + button at the top left in Nelio’s Editorial Calendar, and then click on Task:

Screenshot showing the available actions in the editorial calendar. If you put the mouse over the + symbol, actions to (a) create new entries, (b) adding social messages, and (c) create new tasks will appear.

Note that this option will only be available to subscribers. The following dialog will then pop up:

New Task Dialog

which contains the following fields:

  • Task Description,
  • Task’s Assignee, that is, who’s responsible for completing the task, and
  • Due Date, or a deadline for completing the task.
  • Colour marking to help you better identify the task.

Once you fill in all fields properly, the Create button will be enabled. If there’s something amiss, the button will remain disabled—hover over it with your mouse to know what’s wrong and be able to fix it.

Note, as shown in the screenshot above, you can also select a post to which you want that task to be linked to. See how to create a post’s task for more details.

Another option for creating new social message is action icons included in each individual day. Hover over a day in the calendar with your mouse and you’ll see a + with the following actions:

Screenshot showing the available actions for a particular day in the editorial calendar. If you put the mouse over the + symbol, actions to (a) create new entries, (b) adding social messages, and (c) create new tasks will appear.

Click on the first icon (c) to open the previous dialogue. If you use one of these icons, the new task’s due date will be automatically set to the selected day.